HUAWEI AND ALIBABA
Beyond Nvidia: Alice Huang’s reported ties to Gigabyte’s leaders and a data-centre business serving Alibaba
China's alleged spying operation targeting Nvidia CEO Jensen Huang goes beyond one executive. A New York Times investigation links Alice Huang, reportedly recruited by China's top intelligence agency, to Gigabyte's leadership and a Singapore-based data-centre company serving Alibaba. The operation allegedly aimed to gather information on Nvidia's advanced AI chips and influence their exports to China.
ByteDance, Alibaba, Tencent place over $35 billion worth of Nvidia chip orders
US-based chipmaker Nvidia has told customers and partners it cannot guarantee that it can fill the orders because demand from Chinese technology companies far exceeds planned production, the two sources and a third person familiar with the matter said. They requested anonymity because they are not authorised to speak to the media.
Nvidia’s share of China AI chip market falls to 34% as Huawei gains ground
Nvidia's share of China's AI chip market dropped to 34% in the first half of 2026 due to US export restrictions. Domestic competitors like Huawei increased their market presence significantly during this period. The total AI accelerator shipments in China reached over 2 million units, with non-GPU shipments surpassing GPU sales for the first time.
Nvidia's China AI-chip share falls as Huawei closes gap, report finds
Nvidia's share of China's market for data-centre AI chips fell to 34% in the first half of 2026, as US export controls restricted supplies of its products and domestic rivals led by Huawei gained ground, according to an IDC report seen by Reuters.
Trump has just fired the starting gun on a new Cold War with China
The US-China AI race is increasingly taking on the character of a Cold War-style strategic contest, with artificial intelligence becoming linked to economic power, military capability, national security and technological leadership.
China's AI agents can lie and scheme - just like their US rivals
Reuters examined more than 200 documents, ranging from university research papers to technical reports, and identified at least 20 studies or evaluations since 2025 describing cases where agents displayed behaviour such as deception, replication and challenging boundaries that AI experts described as building blocks for a breakout and which could become harder for humans to control as systems advance.
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Why Chinese AI firms are suddenly at the centre of US AI crackdown
Chinese AI companies including DeepSeek, Moonshot AI, Alibaba, MiniMax, StepFun and Z.AI face fresh scrutiny after US agencies accused them of using American AI models to improve their systems through knowledge distillation. Beijing rejected the allegations, calling distillation common practice, as the dispute threatens to deepen tensions between the US and China.
China’s AI capex jumps 105% YoY, but Jefferies says US cloud giants face greater risks
Chinese tech giants sharply increased AI capital expenditure in Q2 2026, driven by inference demand and chip availability. However, Jefferies sees greater sustainability risks in US cloud spending, highlighting rising capex relative to revenue and the challenge of monetising AI infrastructure investments.
DeepSeek plans big Huawei AI chip order to power new data centre
The startup doesn’t currently plan to use the 950DT chips for training, one of the people said, even though Huawei designed and marketed these processors to serve that more demanding function. While DeepSeek tried to train its previous models on Huawei chips, it has so far relied on Nvidia accelerators for this crucial step.
Apple says Mac users in China can connect to Alibaba's Qwen AI service
Apple published a guide for Chinese Mac users to connect Alibaba's Qwen AI service. This integration allows enhanced Siri responses and Writing Tools capabilities for users. The arrangement aims to boost Apple's competitive edge in China's AI PC market. Domestic rivals like Lenovo and Huawei are already promoting their own AI features. This move offers Apple a locally compliant path to advanced content creation functions.
China considers tighter export controls on AI models and chips
Regulators led by the China's Ministry of Commerce (MofCom) have been consulting leading domestic AI and chipmaking groups on how to prevent China's advanced technologies and star start-ups from being acquired by the west, the report said, citing two people involved in the discussions.
Big Chinese tech firms scramble to secure Huawei AI chips after DeepSeek V4 launch
Amidst the growing competition in artificial intelligence, Chinese tech behemoths are racing to secure Huawei's Ascend 950 AI chips. The urgency follows the debut of DeepSeek's V4 AI model, designed to optimize Huawei's cutting-edge hardware. Giants like ByteDance, Tencent, and Alibaba are urgently sourcing new chip supplies, signaling a significant movement away from American semiconductor reliance.
Huawei's new AI chip finds favour with ByteDance, Alibaba which plan to place orders
Despite a government campaign to encourage the use of domestic semiconductors, the Shenzhen-based firm struggled to persuade big tech firms in the private sector to adopt its current flagship chip, the Ascend 910C, in large quantities, industry sources have previously told Reuters.
How China built a chip industry, and why it's still not enough
Chinese AI leaders are pushing for global dominance but face a critical semiconductor shortage. This underscores Beijing's urgent drive for self-sufficiency in strategic technologies.
How China built a chip industry, and why it's still not enough
China's artificial intelligence sector is booming with investment and startups. However, a severe shortage of advanced semiconductors is a major hurdle. US export controls prevent access to crucial chipmaking tools.
China's tech giants move AI model training overseas to tap Nvidia chips: FT
Major Chinese tech firms like Alibaba and ByteDance are reportedly heading to data centers in Southeast Asia for AI training. This clever strategy not only ensures access to critical Nvidia chips necessary for pioneering AI developments but also highlights the ongoing tussle between the US and China over technological supremacy.
Semicon saga: Can India do an NvI(n)DIA?
In China, Huawei and Alibaba are developing AI chips to rival Nvidia and have stepped up domestic manufacturing in recent years. According to reports, Alibaba’s AI chip could rival the performance of Nvidia’s H20 chips designed for the Chinese market. In the past year, at least two companies--C2i Semiconductors and Agrani Labs--have started developing AI computing chips in India, drawing investor interest.
Has Chinese AI sensation DeepSeek lost its mojo to rivals? Delays in R2 launch raise big questions amid fierce rivalry
China’s AI darling DeepSeek, once hailed as a symbol of tech independence, is suddenly facing a reality check. Its bold push to ditch U.S. chips and rely on Huawei’s Ascend processors has backfired, stalling the much-anticipated R2 model and rattling investors. Now, with rivals like Alibaba and Baidu racing ahead, the big question is whether DeepSeek’s early shine is starting to fade.
Huawei's AI lab denies that one of its Pangu models copied Alibaba's Qwen
The division, called Noah Ark Lab, issued the statement on Saturday, a day after an entity called HonestAGI posted an English-language paper on code-sharing platform Github, saying Huawei's Pangu Pro Moe (Mixture of Experts) model showed "extraordinary correlation" with Alibaba's Qwen 2.5 14B.
Xi Jinping to chair symposium attended by Jack Ma and other Chinese business leaders: Sources
Chinese President Xi Jinping is set to chair a symposium next week aimed at boosting private sector sentiment, with prominent business leaders like Alibaba's Jack Ma and Tencent's Pony Ma in attendance. The event highlights the challenges faced by China's private sector, including U.S. tensions and domestic economic growth issues.
Huawei, Alibaba among companies seeking Chinese generative AI approvals
China's cyberspace regulator has received 110 applications from Chinese technology companies such as Huawei and Alibaba for approvals related to their generative artificial intelligence (AI) models and products, it said on Friday.
China's cloud computing firms raise concern for US
Over the last 18 months, the Biden administration and members of Congress have ramped up their exploration of what can be done to address security concerns about the cloud computing divisions of Chinese tech behemoths like Alibaba and Huawei, five people with knowledge of the matter said.
China's cloud computing firms raise concern for US
Over the last 18 months, the Biden administration and members of Congress have ramped up their exploration of what can be done to address security concerns about the cloud computing divisions of Chinese tech behemoths like Alibaba and Huawei, five people with knowledge of the matter said.
China's Alibaba invites businesses to trial AI chatbot: report
The free-to-use ChatGPT, a large language model (LLM) application created by Microsoft-backed OpenAI, was released to the public last November and can generate articles and essays on demand in response to user prompts.
India probes ZTE, Vivo as more China firms under scrutiny
The Ministry of Corporate Affairs will scrutinize auditor reports and has received information from unnamed sources that indicates potential violation including fraud, according to the documents.
China tells Alibaba, Tencent to open platforms up to each other: Report
China's internet is dominated by a handful of technology giants who have historically blocked links and services by rivals on their platforms, creating what analysts have described as "walled gardens". Regulators in recent months have cracked down, accusing companies of building monopolies and restricting consumers' choices.
China tells Alibaba, Tencent to open platforms up to each other
China's internet is dominated by a handful of technology giants who have historically blocked links and services by rivals on their platforms, creating what analysts have described as "walled gardens".
Chinese app stores remove Alibaba's UC browser on Android phones, it's still available for Apple devices
China has been tightening regulation of its vast internet sector.
Saudi Arabia signs MoUs with IBM, Alibaba and Huawei on AI
SAUDI-TECH/ (UPDATE 1)UPDATE 1-Saudi Arabia signs MoUs with IBM, Alibaba and Huawei on AI
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